Loring Wolcott & Coolidge Fiduciary Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Sell |
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|
2025
Q1 | $31M | Sell |
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|
2024
Q4 | $43.8M | Sell |
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|
2024
Q3 | $44.7M | Sell |
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|
2024
Q2 | $55.6M | Sell |
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|
2024
Q1 | $70.6M | Sell |
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|
2023
Q4 | $63.6M | Sell |
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|
2023
Q3 | $46.2M | Sell |
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|
2023
Q2 | $86.2M | Sell |
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|
2023
Q1 | $82M | Buy |
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|
2022
Q4 | $50.4M | Buy |
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|
2022
Q3 | $48.4M | Buy |
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|
2022
Q2 | $49.8M | Buy |
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|
2022
Q1 | $48.9M | Buy |
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|
2021
Q4 | $44M | Buy |
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|
2021
Q3 | $44M | Buy |
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|
2021
Q2 | $40.3M | Hold |
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|
2021
Q1 | $35.8M | Buy |
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|
2020
Q4 | $35.3M | Sell |
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|
2020
Q3 | $23.1M | Buy |
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|
2020
Q2 | $19.3M | Buy |
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|
2020
Q1 | $12M | Hold |
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|
2019
Q4 | $19.3M | Hold |
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|
2019
Q3 | $12.5M | Hold |
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|
2019
Q2 | $18.9M | Hold |
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|
2019
Q1 | $19.7M | Sell |
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|
2018
Q4 | $14.6M | Buy |
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|
2018
Q3 | $27.1M | Buy |
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|
2018
Q2 | $23.6M | Hold |
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|
2018
Q1 | $17.3M | Hold |
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|
2017
Q4 | $15.3M | Sell |
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|
2017
Q3 | $13.1M | Hold |
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|
2017
Q2 | $11.8M | Hold |
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|
2017
Q1 | $8.07M | Hold |
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|
2016
Q4 | $6.76M | Hold |
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|
2016
Q3 | $6.59M | Hold |
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|
2016
Q2 | $5.67M | Hold |
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|
2016
Q1 | $5.11M | Sell |
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|
2015
Q4 | $4.68M | Buy |
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|
2015
Q3 | $4.41M | Hold |
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|
2015
Q2 | $4.41M | Hold |
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|
2015
Q1 | $3.78M | Hold |
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|
2014
Q4 | $3.93M | Hold |
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|
2014
Q3 | $3.63M | Hold |
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|
2014
Q2 | $3.94M | Sell |
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|
2014
Q1 | $3.86M | Sell |
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|
2013
Q4 | $5.06M | Sell |
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|
2013
Q3 | $12.5M | Sell |
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|
2013
Q2 | $10.5M | Buy |
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